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State Street SPDR Portfolio Developed World ex-US ETF

49 hedge funds and large institutions have $491M invested in State Street SPDR Portfolio Developed World ex-US ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $477M → $491M (+$13.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 63.03%62.78% (-0.26%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 5049 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $250K

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
18
Reduced
12
Closed
11
Calls
Puts
$250K
Net Calls
-$250K
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$192M +$4.62M +157,741 +2%
AssetMark Inc
2
AssetMark Inc
California
$103M +$2.74M +93,603 +3%
BWM
3
Baystate Wealth Management
Massachusetts
$79.2M +$10.7M +364,532 +15%
Wells Fargo
4
Wells Fargo
California
$24.3M +$2.21M +75,393 +10%
Bank of America
5
Bank of America
North Carolina
$21M -$117K -3,976 -0.5%
Truist Financial
6
Truist Financial
North Carolina
$12.4M +$168K +5,727 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$11.4M +$11.5M +391,654 +3,076%
Morgan Stanley
8
Morgan Stanley
New York
$9.09M +$778K +26,549 +9%
UBS Group
9
UBS Group
Switzerland
$5.72M +$1.75M +59,759 +42%
MFS
10
MSI Financial Services
Massachusetts
$4.5M +$1.31M +44,609 +39%
Jane Street
11
Jane Street
New York
$3.49M -$1.02M -34,831 -22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.25M +$2.01M +68,491 +146%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.31M +$24K +818 +1%
LPL Financial
14
LPL Financial
California
$2.19M +$128K +4,353 +6%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M -$14.2K -485 -0.6%
BWM
16
Braver Wealth Management
Massachusetts
$1.94M +$14K +478 +0.7%
VKH
17
Virtu KCG Holdings
New York
$1.25M +$1.31M +44,533 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.23M -$1.62M -55,197 -56%
SB
19
Suntrust Banks
Georgia
$1.21M +$1.26M +42,982 New
CWM
20
Concert Wealth Management
California
$1.11M +$1.15M +39,361 New
PFM
21
Phillips Financial Management
Indiana
$991K
FAAS
22
First Allied Advisory Services
California
$794K +$831K +28,330 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$675K -$6.89M -235,167 -91%
NPC
24
National Planning Corporation
California
$662K
Bank of New York Mellon
25
Bank of New York Mellon
New York
$600K +$149K +5,087 +31%

SPDW Hedge Fund Activity: Q2 2015 in Review

49 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) for Q2 2015, worth a combined $491M — up 2.9% from $477M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SPDW and 10 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 18 added.

The largest buyer was Susquehanna International Group, adding an estimated $11.5M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $13.1M sold.

  • 49 institutional investors held State Street SPDR Portfolio Developed World ex-US ETF (SPDW) as of Q2 2015, down from 50 in Q1 2015.
  • Funds reported $491M of State Street SPDR Portfolio Developed World ex-US ETF stock for Q2 2015, up 2.9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Developed World ex-US ETF positions in Q2 2015 and 11 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $11.5M added.
  • The largest State Street SPDR Portfolio Developed World ex-US ETF seller in Q2 2015 was Beaumont Financial Advisors, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2015.